James Greig

Partner
Contact details

01865 253282

James and his team helped clarify the specific legal position in relation to my father’s will. He managed a difficult negotiation very effectively with great tact, and secured us an outcome that we’d never thought we could achieve. I would recommend James and Blake Morgan to anyone

Mrs C, Oxfordshire

James is head of the Wills, probate, tax and trusts team based in the Thames Valley. He specialises in trusts and high end probate and inheritance tax planning.

Main areas of expertise

James main areas of expertise are: Wills, probate and powers of attorney, Section 11 IHTA Maintenance Trusts, the creation, administration, restructuring and termination of Trusts, Will structuring and planning for business owners and Inheritance Tax planning.

Clients

His main clients are individual, third sector parties and charities.

Expertise

Career

James trained at Hunters in London and spent four years at Horsey Lightly in Newbury prior to joining Blake Morgan in 2007.

Contact details

01865 253282

Accreditations
Top Tier Firms Top Tier Firms
Memberships
  • Society of Trust and Estate Practitioners

Significant Experience

  • Two death bed tax-planning arrangement each saving six figure sums in inheritance tax
  • Successful claims for Heritage Property Relief
  • Advising the firm’s charity clients in relation to wills and legacy issues

Additional Expertise

Lectures: James is an experienced lecturer and trainer, running courses internally and delivering training to CIOT, accountancy firms and the Solicitors Regulation Authority. He has delivered training for supporters of major charity client serving those with disabilities.

Media: James has appeared on national Breakfast Television and been interviewed for BBC Radio Oxford and Jack FM.

Band 2 ranked lawyer in the Private Wealth Law category. "He's very capable".

Chambers High Net Worth, 2020

James Greig is very approachable and knowledgeable and comes up with pragmatic solutions for his clients.

Legal 500, 2020

Head of wills, probate, tax and trusts in Oxford. James built a dynamic private client team.

Legal 500, 2018

Highly regarded by peers and clients alike.

Chambers UK A Client's Guide to the Legal Profession, 2016

Insights by James


articles

1 June - James Greig

Answers to eight questions clients have been asking me, or I have been asking myself, as the COVID-19 crisis unfolds. How does one prepare for the unforeseeable? The 'what-ifs' which...

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articles

26 February - James Greig

In the first of these two articles, James Greig gave a light-hearted defence of inheritance tax (IHT) in its current form, before conceding that change had to happen. You can...

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articles

19 February - James Greig

This is the first of two articles written by James Greig, partner in the Oxford office and inheritance tax specialist, in response to the January 2020 report under this name...

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